See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,918 | $198,466-84.4% | $170,442-81.9% | $147,584-79.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.22% | 257.29%-240.1pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,324 | $6,184-46.2% | $5,433-38.8% | $4,876-31.8% |
| Participant deferral / active EE | $2,124 | $5,629-62.3% | $4,939-57.0% | $5,439-60.9% |
| Admin fee / account holder | $93 | $16,852-99.5% | $13,880-99.3% | $10,885-99.1% |